Analysis

Regular Publications

• January 30, 2012 -Dollars & Sense (pdf)
  
• December 14, 2011 -Quarterly Economic Forecast - Global Economic Outlook (pdf)(webcast)(en français)
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Special Reports/Observations

• 2012
  
• January 19, 2012 - China's Prospects In The Year Of The Dragon (pdf)
  
• January 13, 2012 -S&P's Downgrades Several Euro zone Sovereigns (pdf)
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  2011
• December 9, 2011 - European Sovereign Debt Crisis: Building a Fiscal Compact (pdf)(en français)
  
• November 21, 2011 - Europe's Slow Moving Train Wreck Still Moving Down The Tracks (pdf)(en français)
  
• November 4, 2011 -Confidence Vote Removes Immediate Political Hurdle But Risks Remain (pdf)
  
• October 27, 2011 -European Sovereign Debt Plan: Navigating A Sea Of Missing Details (pdf)
  (en français)
• October 10, 2011 -Risk-Filled Environment Augurs For Continued Volatility (pdf)(en français)
  
• September 28, 2011 -Paying the Piper (pdf)(en français)
  
• August 8, 2011 -European Response to Fiscal Crisis Remains Inadequate (pdf)
  
• July 22, 2011 -European Sovereign Debt: Bailing-In Greece(pdf)
  
• July 19, 2011 -A Global Perspective On A Potential Chinese Banking Crisis (pdf)
  
• July 15, 2011 -Hoping Rationality And Leadership Win Out Over Politics (pdf)  (en français)
  
• June 29, 2011 - Slower Growth And Tighter Monetary Conditions Temper Global Inflation (pdf)
  

• April 21, 2011 - European Sovereign Debt: Entering The End-Game (pdf)
  

• March 28, 2011 - European Sovereign Debt: Still Without Signs of Resolution (pdf)
  
• March 14, 2011 - The Economic Impact Of Japan's Natural Disaster (pdf)
  
• February 23, 2011 - European Sovereign Debt: Stress Testing Banks For "Sovereign Default" Is Key Next Step (pdf)
  
  
  2010
  
• December 3, 2010 - European Sovereign Debt: The Time Has Come For The ECB To Guard The Euro (pdf)
  
• November 25, 2010 - A Tale Of Two Countries, Two Economies And Two Budgets, 15 Years Apart (pdf)
  
• November 12, 2010 - G20 Statement Signals Global Imbalances Now A Top Priority (pdf)
  
• November 10, 2010 - Tackling Global Imbalances Is A Tall Order For G20 (pdf)
  
• October 1, 2010 - China: Foreign Exchange Rigidity, Asset Bubbles, And The Role Of Chinese Banks (pdf)
  
• July 23, 2010 - Early Verdict On European Stress Tests Is They Lack Stress (pdf)
  
• July 14, 2010 - Financial Regulation Reform: A Myriad Of Double-Edged Swords (pdf)
  
• June 28, 2010 - G-20 Summit Review (pdf)
  
• June 24, 2010 - A Preview on the G-20 Agenda (pdf)
  
• May 13, 2010 - European Sovereign Debt: Policy Actions Might Be Insufficient To Avert Debt Restructuring (pdf)
  
• May 10, 2010 - European Union Agrees to Emergency Financing Facility (pdf)
  
• April 29, 2010 - European Sovereign Debt: The Beginning Of A Long Journey Down A Slippery Road (pdf)
  
• April 28, 2010 - Framing the Greek Crisis for Canada (pdf)
  
• April 20, 2010 - The Economic Impact Of Iceland's Volcanic Eruption (pdf)
  
  
  2009
• December 2, 2009 - The Global Economy of Tomorrow: Better, Stronger, Faster (pdf)
  
• September 29, 2009 - The G-20 in Pittsburgh - Sherpas Bearing Gifts (pdf)
  
• July 10, 2009 - Growing Signs That A Rebound In Global Trade Flows May Be Near (pdf)
  
• June 29, 2009 - Could the Eurozone Economy See the ‘Mother of All Rebounds?’ (pdf)
  
• June 4, 2009 - Policy Prescriptions in the Age of Global Synchronicity (pdf)
  
• May 28, 2009 - Despite Supply Glut, OPEC Leaves Output Quotas As Is (pdf)
  
• April 6, 2009 - Real Work Remains to Repair the Global Economy (pdf)
  
• March 24, 2009 - Why China Wants to Dump the Dollar (pdf)
  
• February 20, 2009 - Global Synchronicity (pdf)
  
• January 21, 2009 - Emerging Asia: Nature vs. Nurture (pdf)
  
  2008
  
• December 17, 2008 - Despite Opec Restraint, Oil Price Downtrend to Remain Intact (pdf)
  
• November 10, 2008 - Chinese Fiscal Stimulus Can’t Buy Happiness (pdf)
  
• November 5, 2008 - The ECB, the BoE, and the Growing European Recession (pdf)
  
• October 8, 2008 - BOE/ECB Rate Cuts (pdf)
  
• August 12, 2008 - The Chinese Economy: Domesticating a Dragon (pdf)
  
• June 25, 2008 - If a Central Bank’s Forecast Falls Short of the Mark, Does It Make a Sound? (pdf)
  
• January 24, 2008 - Global Economic Decoupling: Is The Cookie Jar Still Out Of Reach? (pdf)
  
  2007
  
• November 6, 2007 - Oh CDOs, CDOs, Wherefore Art Thou CDOs? (pdf)
  
• September 6, 2007 - The Illusion of Withering Wages (pdf)
  
• July 19, 2007 - Chinese Economy: The Song Remains the Same (pdf)
  
• April 19, 2007 - Slowing The Chinese Juggernaut (pdf)
  
• February 28, 2007 - Taking Stock in China – The Day After (pdf)
  
• February 15, 2007 - Japanese GDP Flies, Making a Rate Hike Next Week More Likely (pdf)
  
• November 8, 2006 - Tarnishing the Image of the Emerging Market Gilded Age (pdf)
  
  2006
  
• October 27, 2006 - In The Shadow of the U.S. Slowdown: Local Context Key to Global Growth (pdf)
  
• August 8, 2006 - The Economic Cost of Aids: A Clear Case for Action (pdf) (Press Release) (French Press Release)
  
• August 1, 2006 - Da Vinci’s Other Code: Increased Global Financial Volatility to Come (pdf)
  
  2005
  
• July 22, 2005 - China Revalues the Renminbi (pdf)
  
• April 18, 2005 - Pressure on China Could Delay Appreciation of Chinese Currency (pdf)
  
• February 9, 2005 - Threats to Global Financial Stability (pdf)
  
  2004
  
• May 20, 2004 - China: Short-Term Pain, Long-Term Gain (pdf)

• Daily Economic Indicators * 
• Weekly Bottom Line*
• Small Business Weekly*
• Dollars & Sense*
• Global Markets*
• Quarterly Economic Forecast - Canada*
• Quarterly Economic Forecast - U.S.*
• Quarterly Economic Forecast - Global*
• Provincial Economic Update* 
• Long-term Economic Forecast*
• Commodity Price Report*
• Industrial Outlook*
• Federal & Provincial Budgets

• Knocking Down Barriers Faced By New Immigrants To Canada*
• Canada's Declining Reliance On The U.S. - Where To Grow From Here? *
• The Venus Vs. Mars Approach To Entrepreneurial Success In Canada*
• The Worrisome Decline In The U.S. Participation Rate*
• China's Prospects In The Year Of The Dragon*
• What Rising Personal Debt-To-Income Tells Us*
• Economic Outlook Panel with Ed Clark, David Dodge and Frank McKenna*
• Canadian Auto Sales To Tread Water In 2012*
• U.S. Auto Sales Coming Back To Life...Slowly But Surely*
• What To Make Of The Revisions To U.S. Existing Home Sales*
• Regional Housing Markets: A Year In Review And A Look Ahead*
• Ontario's Debt Rating Put on Negative Watch by Moody's*
• Charities Under Pressure: Demand Outstripping Supply*
• European Sovereign Debt Crisis: Building a Fiscal Compact*
• Europe's Slow Moving Train Wreck Still Moving Down The Tracks*
• Canada's Construction Sector Flexes Its Economic Muscle*
• Financial Literacy - The Investment of a Lifetime*
• Perspective: America in Gridlock*
• Halifax Shipbuilding Contract to Boost Economic Prospects for Nova Scotia*
• Unprecedented Volatility A Hallmark Of Agriculture's New Age*
• European Sovereign Debt Plan: Navigating A Sea Of Missing Details*
• Analyzing The Federal Fiscal Plan Amid Growing Calls To Change Course*
• No To Stimulus, Yes To Deficit Reduction In Canada*
• U.S. Women Entrepreneurs and the Factors That Drive Their Businesses*
• Nimble and Armed with Realistic Expectations, Small Businesses Look to the Future*
• Canada's Aging Household Debt Burden*
• Risk-Filled Environment Augurs For Continued Volatility*
• Patience Is A Virtue For Canada's Lumber Sector*
• Paying the Piper*
• The Keystone XL Pipeline*
• Bay Street Unite*
• Post-Secondary Education Is The Best Investment You Can Make*
• President Obama's American Jobs Act*
• Can More Fiscal Stimulus Fix America's Labor Market Woes?*
• For Rent - Miami's Housing Market*
• Canada’s Economy – A Fortress Or A Sand Castle?*
• Financial Reaction to U.S. Credit Downgrade*
• S&P Downgrade of U.S. Credit Rating Changes Nothing*
• European Response to Fiscal Crisis Remains Inadequate*
• What The U.S. Debt Ceiling Means For Canada*
• Perspectives On The U.S. Debt Ceiling Debate*
• European Sovereign Debt: Bailing-In Greece*
• A Global Perspective On A Potential Chinese Banking Crisis*
• Will Inflation Stick?*
• Moderation In Store For The Canadian Housing Market*
• U.S. Job Machine Needs Faster Economic Growth*
• Jobs Dependent On Small And Medium Sized Firms*
• Slower Growth And Tighter Monetary Conditions Temper Global Inflation*